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Drive Wealth Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Drive Wealth Management’s Portfolio NVG Stock Details NVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,614
Closed -$170K – 372
2024
Q3 		$170K Hold
12,614
– – 0.04% 297
2024
Q2 		$158K Sell
12,614
-6,850
-35% -$81.8K 0.04% 296
2024
Q1 		$238K Sell
19,464
-482
-2% -$5.73K 0.07% 258
2023
Q4 		$236K Sell
19,946
-7,653
-28% -$83.1K 0.08% 246
2023
Q3 		$286K Sell
27,599
-1,420
-5% -$16K 0.1% 181
2023
Q2 		$341K Buy
29,019
+4,031
+16% +$46.8K 0.13% 155
2023
Q1 		$295K Buy
24,988
+8,548
+52% +$103K 0.12% 177
2022
Q4 		$200K Sell
16,440
-10,857
-40% -$127K 0.1% 224
2022
Q3 		$320K Buy
27,297
+71
+0.3% +$967 0.3% 101
2022
Q2 		$359K Buy
27,226
+67
+0.2% +$908 0.33% 90
2022
Q1 		$404K Buy
27,159
+68
+0.3% +$1.07K 0.34% 81
2021
Q4 		$486K Buy
+27,091
New +$472K 0.43% 61

Other funds holding NVG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Drive Wealth Management's NVG Position: Q4 2024 in Review

Drive Wealth Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2024, closing a stake of 12,614 shares — an estimated $170K sold.

Drive Wealth Management first reported a position in NVG in Q4 2021 and held it in 12 quarters. The position peaked at $486K in Q4 2021. 275 funds tracked by Wall St. Rank hold NVG as of Q4 2024.

  • Drive Wealth Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2024 after selling out during the quarter.
  • Drive Wealth Management sold 12,614 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2024, an estimated $170K.
  • Drive Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2021 and held it in 12 quarters.
  • Drive Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $486K in Q4 2021.
  • 275 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2024.

Based on Drive Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.